Anic Equity¶
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Total return since start: 0.697 %¶
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Equity now: -----------------------------> 51829.23 Kr¶
Max Equity ever reached: ------------> 51912.9 Kr¶
Portfolio value: --------------------------> 48622.81 Kr¶
PnL: ---------------------------------------> -457.36 Kr¶
DD now: ---------------------------------> -0.161 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 16:19:04.269521'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.270000 | 3348.000000 | 169.400000 | 5.330000 | 3178.600002 |
| HMS Networks | 2 | 1.280000 | 790.000000 | 117.000000 | 17.380000 | 673.000000 |
| HEBA B | 70 | -2.620000 | 2737.000000 | 101.000000 | 3.830000 | 2636.000010 |
| Nordea Bank Abp | 29 | 0.730000 | 3540.320000 | 86.320000 | 2.500000 | 3453.999992 |
| SAAB B | 8 | 0.140000 | 3424.800000 | 47.800000 | 1.420000 | 3377.000000 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| Resurs Holding | 22 | -0.400000 | 607.640000 | 33.640000 | 5.860000 | 573.999998 |
| AcadeMedia | 12 | 1.860000 | 590.160000 | 33.160000 | 5.950000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -5.730000 | 385.000000 | 30.000000 | 8.450000 | 355.000000 |
| Swedbank A | 3 | 0.590000 | 592.800000 | 28.800000 | 5.110000 | 564.000000 |
| OEM International B | 7 | 0.640000 | 550.900000 | 22.900000 | 4.340000 | 527.999997 |
| Intrum | 4 | -0.880000 | 543.200000 | 16.200000 | 3.070000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.360000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | -0.320000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Norva24 Group | 16 | -0.860000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Securitas B | 6 | -1.310000 | 580.320000 | 10.320000 | 1.810000 | 570.000000 |
| Corem Property Group B | 59 | -4.470000 | 586.170000 | 9.170000 | 1.590000 | 576.999999 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Creaspac SPAC | 6 | -0.210000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.450000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Coor Service Management Hold. | 8 | -1.630000 | 532.000000 | 0.000000 | 0.000000 | 532.000000 |
| Handelsbanken A | 5 | 0.690000 | 544.000000 | -2.000000 | -0.370000 | 546.000000 |
| Midsona B | 63 | 1.890000 | 578.340000 | -4.660000 | -0.800000 | 582.999984 |
| Boozt | 12 | -1.360000 | 1647.600000 | -6.400000 | -0.390000 | 1653.999996 |
| Fasadgruppen Group | 38 | 3.040000 | 4126.800000 | -13.000000 | -0.310000 | 4139.799990 |
| Sampo Oyj SDB | 7 | 1.300000 | 3829.000000 | -21.000000 | -0.550000 | 3850.000000 |
| CTEK | 13 | 0.460000 | 511.940000 | -22.060000 | -4.130000 | 533.999999 |
| Essity B | 2 | 2.580000 | 548.200000 | -25.800000 | -4.490000 | 574.000000 |
| Beijer Electronics Group | 27 | 5.790000 | 3056.400000 | -26.400000 | -0.860000 | 3082.800006 |
| International Petroleum Corp. | 5 | -1.050000 | 568.000000 | -26.570000 | -4.470000 | 594.565215 |
| Essity A | 4 | 2.610000 | 1102.000000 | -47.000000 | -4.090000 | 1149.000000 |
| Vivesto | 1368 | 0.790000 | 558.420000 | -54.580000 | -8.900000 | 612.999432 |
| OX2 | 22 | 0.750000 | 1779.800000 | -208.400000 | -10.480000 | 1988.199994 |
| Axfood | 15 | 1.800000 | 4072.500000 | -226.300000 | -5.260000 | 4298.800005 |
| Ovzon | 64 | 0.000000 | 3424.000000 | -570.400000 | -14.280000 | 3994.400000 |
| TOTAL | 48626.370000 | -453.800000 | -0.15432% | 49080.164634 |
Updated:¶
'2023-01-30 16:18:28.661897'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
